I’ve Received an Inheritance, Now What?
Receiving an inheritance can be overwhelming during an already emotional time. In this guide, CERTIFIED FINANCIAL PLANNER™ practitioner, Kevin Flint, outlines the key steps to manage newfound wealth.
Author Archive for: estland
Entries by estland
When Can I Retire? Answers From A CERTIFIED FINANCIAL PLANNER™ Professional
When can I retire? It’s a common question with a complex answer. Derek Hess, one of Hess Financial’s CERTIFIED FINANCIAL PLANNER™ practitioners, explains how to transition into retirement smoothly.
June 2024 Newsletter
In June’s newsletter, we take a moment to highlight our team’s commitment to giving back in the community and the positive impact they’re making outside of work.
How To Retire Early With The FIRE Movement | Hess Financial
What would happen if you started saving 50-70% of your income early in your career? Welcome to the FIRE Movement, an extreme savings strategy that stands for ‘Financial Independence, Retire Early.”
401k(s), Roth IRAs & More: Which Retirement Plan Is Best?
Picking the right retirement plan comes down to your job, how much you earn and how you want to manage your savings. Review this quick guide to understand the basic pros and cons of the most popular plan types.
May 2024 Newsletter
May’s client newsletter includes reflections from our CFP® planning team on the most impactful advice they’ve received from the mother figures in their lives.
When Should You Hire A Professional CERTIFIED FINANCIAL PLANNER™?
You don’t have to reach a certain age or have a certain dollar amount in the bank to hire a financial planner; it’d be easier to know when it’s time if you did! Ultimately, the decision is yours. This article reviews situations where seeking professional guidance instead of going solo makes sense.
April 2024 Newsletter
Spring is a season that often inspires us to embrace change and fresh opportunities. So, in the spirit of rejuvenation and new beginnings, our team shares what spring means to them in this month’s newsletter.
The Roth IRA: Advantages For Every Stage Of Life
This article explores the tax-friendly features, investment potential, and flexibility of Roth IRAs. Sara Kate Garman, CPA explains why they’re a great financial tool for every stage of life.
Maximize Wealth, Minimize Taxes: Your Ultimate Guide to Tax-Efficient Investing
Sara Kate, CPA, offers tips on tax-efficient investing that may hold the key to growing your wealth while minimizing the impact of taxes.
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